CWP
Cyndeo Wealth Partners’s abrdn Physical Silver Shares ETF SIVR Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $354K | Hold |
10,277
| – | – | 0.02% | 356 |
|
2025
Q1 | $334K | Hold |
10,277
| – | – | 0.02% | 350 |
|
2024
Q4 | $283K | Hold |
10,277
| – | – | 0.02% | 370 |
|
2024
Q3 | $306K | Hold |
10,277
| – | – | 0.02% | 361 |
|
2024
Q2 | $286K | Hold |
10,277
| – | – | 0.02% | 340 |
|
2024
Q1 | $245K | Sell |
10,277
-16,805
| -62% | -$400K | 0.02% | 349 |
|
2023
Q4 | $617K | Buy |
27,082
+331
| +1% | +$7.54K | 0.06% | 226 |
|
2023
Q3 | $569K | Buy |
26,751
+281
| +1% | +$5.97K | 0.06% | 214 |
|
2023
Q2 | $578K | Buy |
26,470
+268
| +1% | +$5.86K | 0.06% | 205 |
|
2023
Q1 | $606K | Buy |
26,202
+5,149
| +24% | +$119K | 0.07% | 201 |
|
2022
Q4 | $484K | Buy |
+21,053
| New | +$484K | 0.06% | 219 |
|